Secure document portal
Send and receive sensitive documents — securely.
Davis & Bott uses SecureDrawer, a bank-grade encrypted portal, to share W-2s, 1099s, returns, and any other sensitive document. No more email attachments, no more fax machines.
1
Click the button to open the portal
You'll be taken to our SecureDrawer login page in a new tab.
2
Sign in with your email
First time? Use the email we have on file. Need help? Call (435) 555-0140.
3
Upload or download
Drop in your tax documents, or grab the latest copy of your return.
Important:SecureDrawer is for transmission, not permanent storage. After downloading any document, save a copy to your own records.